Pcg Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 29,777 shares of GRID stock, worth $4.55 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
29,777
Previous 21,591 37.91%
Holding current value
$4.55 Million
Previous $3 Million 49.88%
% of portfolio
1.45%
Previous 1.54%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$138.08 - $151.2 $1.13 Million - $1.24 Million
8,186 Added 37.91%
29,777 $4.5 Million
Q2 2025

Aug 07, 2025
SELL
$101.69 - $139.02 $241,106 - $329,616
-2,371 Reduced 9.89%
21,591 $3 Million
Q1 2025

May 05, 2025
BUY
$113.13 - $127.79 $2.28 Million - $2.58 Million
20,175 Added 532.74%
23,962 $2.71 Million
Q4 2024

Jan 21, 2025
BUY
$119.34 - $127.78 $138,315 - $148,097
1,159 Added 44.1%
3,787 $451,000
Q3 2024

Oct 15, 2024
BUY
$110.06 - $128.44 $330 - $385
3 Added 0.11%
2,628 $334,000
Q2 2024

Jul 15, 2024
SELL
$109.73 - $121.69 $9,875 - $10,952
-90 Reduced 3.31%
2,625 $303,000
Q4 2023

Jan 29, 2024
SELL
$85.32 - $105.07 $4,266 - $5,253
-50 Reduced 1.81%
2,715 $284,000
Q3 2023

Oct 19, 2023
SELL
$93.06 - $107.86 $6,979 - $8,089
-75 Reduced 2.64%
2,765 $259,000
Q1 2023

May 08, 2023
SELL
$87.19 - $97.66 $5,231 - $5,859
-60 Reduced 2.07%
2,840 $277,000
Q4 2022

Feb 13, 2023
SELL
$73.72 - $93.58 $240,032 - $304,696
-3,256 Reduced 52.89%
2,900 $252,000
Q3 2022

Oct 12, 2022
BUY
$75.24 - $92.07 $231,739 - $283,575
3,080 Added 100.13%
6,156 $471,000
Q2 2022

Jul 13, 2022
SELL
$76.95 - $95.23 $4,540 - $5,618
-59 Reduced 1.88%
3,076 $239,000
Q1 2022

Apr 22, 2022
SELL
$83.69 - $103.52 $86,451 - $106,936
-1,033 Reduced 24.78%
3,135 $295,000
Q4 2021

Feb 10, 2022
BUY
$92.42 - $105.89 $385,206 - $441,349
4,168 New
4,168 $429,000

Others Institutions Holding GRID

# of Institutions
429
Shares Held
16.6M
Call Options Held
9K
Put Options Held
5.9K
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

GRID Quotes by TradingView
  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
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